Accuplan

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

406 W South Jordan Pkwy Ste 640, South J...

Phone Number

(801) 266-9900

Revenue

$5.4 Million

Industry

Finance Securities Trading Lending & Brokerage

About Accuplan

Accuplan Benefits Services specializes in self-directed IRA accounts, offering clients the ability to control their financial future through low-cost, tax-advantaged investment options. Their services include account setup, 401(k) rollovers, and a wide range of investment opportunities such as real estate, cryptocurrencies, and private equity. They cater to individual investors as well as business owners, providing flexible retirement plans tailored to self-employed and small business clients. With decades of experience and a commitment to customer support, Accuplan empowers clients to diversify their retirement portfolios beyond traditional investments.Explore more
Accuplan's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Accuplan Org Chart

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Vice President - Director Business Developmen...

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Compare Similar Companies to Accuplan

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Accuplan

$5.4M
11-50
Private
-
2009
BC
Bryan CalderonVice President - Director Business Development
$24.1M
11-50
Private
-
2004
$17M
11-50
Private
<$5M
2012
AN
Alexis NatorExecutive and Accounting Assistant
<$5M
1-10
Private
-
2003
Illustration of an envelope

Accuplan Tech Stack

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Frequently Asked Questions Regarding Accuplan

What is Accuplan's official website?
Accuplan's official website is www.accuplan.net
What is Accuplan's Revenue?
Accuplan's revenue is $5.4 Million
What is Accuplan's SIC code?
Accuplan's SIC: 62,628
What is Accuplan's NAICS code?
Accuplan's NAICS: 52,523
How many employees does Accuplan have?
Accuplan has 11-50 employees
What industry does Accuplan belong to?
Accuplan is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Accuplan competition?
Accuplan top competitors include: American Estate & Trust, Augusta Precious Metals, IRA Innovations, Broad Financial
What technology does Accuplan use?
Some of the popular technologies that Accuplan uses are: WordPress.org, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Accuplan?
Accuplan contact info: Phone number: (801) 266-9900 Website: www.accuplan.net
What does Accuplan do?

Accuplan Benefits Services specializes in self-directed IRA accounts, offering clients the ability to control their financial future through low-cost, tax-advantaged investment options. Their services include account setup, 401(k) rollovers, and a wide range of investment opportunities such as real estate, cryptocurrencies, and private equity. They... cater to individual investors as well as business owners, providing flexible retirement plans tailored to self-employed and small business clients. With decades of experience and a commitment to customer support, Accuplan empowers clients to diversify their retirement portfolios beyond traditional investments.Read More

What are Accuplan social media links?
Accuplan Linkedin page Accuplan Facebook page
Is Accuplan a public company?
Accuplan is private company therefore does not currently have an official ticker symbol
See more information about Accuplan

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